Stem Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 343.81 K | $3.04 M | 100.00% | 4.12% | |
| MARSHALL WACE, LLP | 05/15/2026 | 291.34 K | $2.58 M | 74.20% | 3.49% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 175.39 K | $1.55 M | 106.10% | 2.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 143.10 K | $1.27 M | -48.21% | 1.72% |
| BLACKROCK, INC. | 05/13/2026 | 134.71 K | $1.19 M | -2.51% | 1.62% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 108.50 K | $959.00 K | 36.97% | 1.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 92.05 K | $814.11 K | 4.31% | 1.10% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 91.68 K | $810.42 K | 258.45% | 1.10% |
| CSS LLC/IL | 05/15/2026 | 70.00 K | $618.80 K | -0.04% | 0.84% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 69.60 K | $615.26 K | 0.00% | 0.83% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 58.58 K | $517.80 K | 422.99% | 0.70% |
| UBS GROUP AG | 05/05/2026 | 53.23 K | $470.58 K | 46.28% | 0.64% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 53.09 K | $469.35 K | 173.93% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 49.72 K | $439.51 K | 100.00% | 0.60% |
| MORGAN STANLEY | 05/15/2026 | 48.04 K | $424.63 K | 99.53% | 0.58% |
| STATE STREET CORP | 05/15/2026 | 38.28 K | $338.39 K | 0.00% | 0.46% |
| CITIGROUP INC | 05/11/2026 | 37.21 K | $328.97 K | -0.02% | 0.45% |
| COHEN & STEERS, INC. | 05/15/2026 | 31.89 K | $282.00 K | 0.00% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 30.20 K | $266.97 K | -86.09% | 0.36% |
| HSBC HOLDINGS PLC | 04/30/2026 | 28.42 K | $248.71 K | 0.00% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 28.21 K | $249.00 K | 8.77% | 0.34% |
| KEYFRAME CAPITAL PARTNERS, L.P. | 05/28/2026 | 25.92 K | $229.17 K | 0.00% | 0.31% |
| NOMURA HOLDINGS INC | 05/15/2026 | 23.71 K | $209.62 K | 92.19% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 21.30 K | $188.29 K | 32.30% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 20.30 K | $179.45 K | -13.62% | 0.24% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 18.75 K | $166.00 K | 100.00% | 0.22% |
| NORTHERN TRUST CORP | 05/14/2026 | 18.63 K | $164.72 K | -0.78% | 0.22% |
| CITADEL ADVISORS LLC | 05/15/2026 | 17.20 K | $152.05 K | -46.20% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 16.15 K | $142.74 K | -0.98% | 0.19% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 14.97 K | $132.31 K | 100.00% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 13.91 K | $123.00 K | 32.34% | 0.17% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 11.96 K | $105.68 K | -55.36% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 11.42 K | $100.93 K | -8.05% | 0.14% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 10.56 K | $91.00 K | 192.77% | 0.13% |
| XTX TOPCO LTD | 05/15/2026 | 10.17 K | $89.92 K | -30.23% | 0.12% |
| ZWEIG-DIMENNA ASSOCIATES LLC | 05/05/2026 | 8.30 K | $73.39 K | 0.00% | 0.10% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 5.05 K | $44.62 K | 77.19% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.58 K | $31.62 K | -69.29% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.85 K | $25.21 K | 100.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 2.49 K | $21.99 K | 100.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 1.90 K | $16.78 K | 0.00% | 0.02% |
| IFP ADVISORS, INC | 04/13/2026 | 1.48 K | $13.07 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.24 K | $10.93 K | -7.28% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.08 K | $9.55 K | -7.61% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 984 | $8.65 K | -43.64% | 0.01% |
| FMR LLC | 05/15/2026 | 838 | $7.41 K | -62.40% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 823 | $7.27 K | -8.25% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 402 | $3.55 K | -1.23% | 0.00% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 347 | $3.07 K | -91.43% | 0.00% |
| CWM, LLC | 05/14/2026 | 246 | $2.18 K | -27.43% | 0.00% |
Stem Inc institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of Stem Inc. The most heavily invested institutionals were:
MARSHALL WACE, LLP: 291,340
TWO SIGMA INVESTMENTS, LP: 175,389
BlackRock, Inc.: 134,712
GSA CAPITAL PARTNERS LLP: 108,502
GEODE CAPITAL MANAGEMENT, LLC: 92,052
Trexquant Investment LP: 91,676
23.56% of Stem Inc stock is owned by institutional investors.
Institutional investors have bought a total of 16.31 M shares in the last 24 months. This purchase volume represents approximately $182.07 M in transactions.